Nasdaq - Delayed Quote USD

Columbia Strat CA Muncpl Inc Inst (CCAZX)

25.97
-0.01
(-0.04%)
At close: 8:04:15 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.96%
5y Average Return 0.64%
Number of Years Up 16
Number of Years Down 3
Best 1Y Total Return (May 12, 2025) 12.68%
Worst 1Y Total Return (May 12, 2025) --
Best 3Y Total Return 12.68%
Worst 3Y Total Return -2.41%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CCAZX
Category
YTD
-1.64%
1.88%
1-Month
-1.41%
0.44%
3-Month
-1.87%
2.15%
1-Year
2.74%
5.80%
3-Year
2.00%
5.09%
5-Year
1.05%
3.20%
10-Year
1.92%
5.08%
Last Bull Market
6.44%
7.56%
Last Bear Market
-5.93%
8.23%

Annual Total Return (%) History

Year
CCAZX
Category
2025
--
--
2024
3.69%
--
2023
6.99%
--
2022
-13.67%
--
2021
2.16%
--
2020
5.38%
4.59%
2019
8.09%
8.09%
2018
0.58%
0.62%

2017
6.07%
5.91%
2016
0.15%
0.07%
2015
3.90%
3.72%
2014
12.68%
12.07%
2013
-2.44%
-3.71%
2012
10.65%
10.42%
2011
12.68%
11.74%
2010
2.51%
1.77%
2009
14.06%
17.38%
2008
-6.20%
-11.05%
2007
2.21%
0.71%
2006
5.08%
4.58%
2005
--
3.93%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.23% -- -- --
2024 0.85% 1.30% 3.26% -1.70%
2023 2.56% -0.04% -5.23% 10.12%
2022 -7.74% -5.93% -5.04% 4.76%
2021 -0.11% 2.21% -0.75% 0.81%
2020 -1.38% 2.87% 1.31% 2.53%
2019 2.82% 2.48% 2.12% 0.45%
2018 -1.03% 0.95% -0.26% 0.93%
2017 1.39% 2.27% 1.22% 1.06%
2016 1.89% 3.21% -0.41% -4.38%

2015 1.26% -1.00% 1.79% 1.83%
2014 4.48% 3.18% 2.61% 1.88%
2013 0.75% -3.90% -0.09% 0.86%
2012 3.06% 2.76% 3.11% 1.33%
2011 -0.84% 5.72% 5.06% 2.31%
2010 1.84% 2.37% 4.77% -6.16%
2009 4.16% 2.04% 10.15% -2.57%
2008 -1.61% 0.81% -4.02% -1.47%
2007 0.66% -1.18% 2.02% 0.72%
2006 0.01% -0.39% 4.45% 0.99%
2005 1.11% -- -- --

Rank in Category (By Total Return)

YTD 44
1-Month 86
3-Month 61
1-Year 2
3-Year 53
5-Year 58

Load Adjusted Returns

1-Year 2.74%
3-Year 2.00%
5-Year 1.05%
10-Year 1.92%

Performance & Risk

YTD Return -1.96%
5y Average Return 0.64%
Rank in Category (ytd) 44
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.38
Morningstar Risk Rating

Fund Overview

Category Muni California Long
Fund Family Columbia Threadneedle
Net Assets 311.68M
YTD Return -1.64%
Yield 3.82%
Morningstar Rating
Inception Date Aug 01, 1997

Fund Summary

The fund normally invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in municipal bonds that pay interest exempt from U.S. federal income tax (including the federal alternative minimum tax) and California individual income tax.

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